ACM

Aljian Capital Management Portfolio holdings

AUM $455M
1-Year Est. Return 20.09%
This Quarter Est. Return
1 Year Est. Return
+20.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$595K
3
+$590K
4
NVDA icon
NVIDIA
NVDA
+$440K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$332K

Top Sells

1
+$400K
2
+$313K
3
+$311K
4
MSFT icon
Microsoft
MSFT
+$302K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Consumer Discretionary 24.61%
2 Technology 21.86%
3 Communication Services 21.66%
4 Consumer Staples 13.49%
5 Industrials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 17.67%
220,700
+6,100
2
$15.8M 12.99%
55,452
+3,061
3
$15.7M 12.93%
247,696
-4,524
4
$12.5M 10.24%
214,280
+5,700
5
$7.46M 6.13%
19,862
+393
6
$6.06M 4.98%
104,280
-1,120
7
$3.55M 2.91%
22,011
-25
8
$3.01M 2.47%
9,955
+1,950
9
$2.65M 2.18%
7,826
+352
10
$2.61M 2.15%
18,152
-593
11
$2.57M 2.11%
115,176
+8,856
12
$2.5M 2.06%
10,046
+303
13
$2.3M 1.89%
10,009
+456
14
$2.25M 1.84%
11,851
+746
15
$2.17M 1.78%
12,022
-41
16
$2.15M 1.77%
17,064
+141
17
$2.13M 1.75%
12,797
-1,449
18
$1.48M 1.22%
7,934
+477
19
$1.45M 1.19%
22,111
+1,565
20
$1.13M 0.93%
7,161
-1,913
21
$1.06M 0.87%
7,144
-145
22
$1.06M 0.87%
160,920
+66,800
23
$1.02M 0.84%
11,452
+973
24
$735K 0.6%
9,000
+50
25
$664K 0.55%
7,107
+410
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